Timothy Aja is a registered investment advisor at Aja Financial LLC, based in Opelika, AL, with 8 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 139 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.70% |
The annual fees are negotiable. The total fees charged to the client will not exceed 2% of their assets under management annually. For clients who contracted with Aja Financial LLC prior to January 01, 2024 the advisory fee is a tiered fee. For Clients who contracted with Aja Financial LLC January 01, 2024 and after the advisory fee is a blended fee.
Fee Estimator
Location
Opelika, AL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Timothy is an officer in the U.S. Navy Selected Reserves, dedicating a few hours per week plus additional time. He also serves on Opelika's City Council, spending a few hours per week plus attending council sessions.
Employment History
Current Registrations
Aja Financial LLC
Previous Registrations
Arbor Point Advisors
Securities America, INC.Broker
Cetera Advisor Networks LLCBroker
Cetera Investment Advisers LLC
Summit Brokerage Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.